Independent Trustees
Haig G. Mardikian, Independent Chairman
Owner of Haig G. Mardikian Enterprises, a real estate investment business (1971-present);
a General Partner of M&B Development, a real estate investment business
(1983-present); General Partner of George M. Mardikian Enterprises, a real
estate investment business (1983-2002); President and Director of Adiuvana-Invest,
Inc., a real estate investment business (1989-present); Vice Chairman and
Trustee of the William Saroyan Foundation (1992-present). Mr. Mardikian has
served as Managing Director of the United Broadcasting Company, radio broadcasting
(1983-2001) and Chairman and Director of SIFE Trust Fund (1978-2002). He serves
as a director of the Downtown Association of San Francisco (1982-present) and
the Market Street Association (1982-present) and as a trustee of Trinity College
(1998-present); the Herbert Hoover Presidential Library (1997-present); the
Herbert Hoover Foundation (2002-present) and the Advisor California Civil Liberties
Public Education Fund (1997-present).
Donald O'Connor
Financial Consultant (1997-present); Retired Vice President of Operations,
Investment Company Institute ("ICI"), a mutual fund trade
association (May 1969 - June 1993); Executive Vice President and Chief
Operating Officer, ICI Mutual Insurance Company, an insurance company
(1987-1997); Chief, Branch of Market Surveillance, Securities and Exchange
Commission (1964-1969).
DeWitt F. Bowman
Principal, Pension Investment Consulting, a consulting company (1994 to present); Interim Treasurer and Vice President for Investments, Regents of the University of
California (2000 to 2001); Treasurer of Pacific Pension Institute, a nonprofit education organization (1994 to 2002); Treasurer of Edgewood Center for Children and Families, a non-profit care center (1994 to present); Director, Episcopal Diocese of California, a nonprofit religious organization (1964 to present); Director RREEF America Fund, a real estate investment trust (1994 to present); Director, RREEF America III, a real estate investment trust (2002 to present); Trustee of the Pacific Gas and Electric Nuclear Decommissioning Trust Fund, a nuclear decommissioning trust (1994 to present); Trustee, PCG Private Equity Fund, a private equity fund of funds (1998 to present).
Interested Trustees
J. Alan Reid, Jr.
Mr. Reid is president and a founder of ReFlow Management and Forward
Management, the investment advisor for the Forward Funds and the Sierra
Club Mutual Funds.
With 18 years of experience in the financial services industry, Mr. Reid is
known for his innovative approach to developing strategic alliances and pioneering
technological solutions. He was formerly a principal and executive director
of the private wealth management team at Morgan Stanley, and a senior vice
president and director of business delivery at Morgan Stanley Dean Witter Online.
In this capacity, he designed and implemented the company’s mutual fund
platform and aggregation strategy, in addition to designing and building the
online firm's call centers, product delivery, human resources and mutual fund
supermarket. Along with serving on many industry committees, Mr. Reid is a
member of the board of FolioFn, as well as the vice president of the board
of directors of Centerpoint, a non-profit health and human services organization.
Mr. Reid holds a BS in Business Administration from Menlo College, where he
was awarded The Faculty Award for leadership, character, and service. |
